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The art of business succession planning: A 3-step framework | Viewpoint
Commentary: Understanding the foundational steps in the succession planning process is essential to a successful transition.
Succession planning for privately held businesses: A 360-degree road map
Commentary: Transitioning a family, founder or other privately held business to the next generation is rarely a single decision or a one-step process.
Passing the baton: How two Rochester businesses made the transition
Shear Ego and Messner Flooring in Rochester share insights on navigating business ownership transitions and succession planning.
Rochester advisors emphasize team approach to succession planning
Rochester-based advisors highlight the importance of a collaborative team approach to business succession planning, covering financial, legal, and family aspects.
Lacy Katzen LLP in Rochester names new managing partner
Rochester-based law firm Lacy Katzen LLP has elected its new managing partner, who succeeds Peter T. Rodgers after 30 years of leadership.
Capacity through leadership: Are we strengthening the people behind the mission?
Commentary: In this environment, strategy matters. Funding matters. Partnerships matter. But none of them succeed without leadership. Not leadership as a title. Leadership as capacity.
Strategies to sustain family business legacy and growth | Viewpoint
Family-owned businesses fuel local economies. Learn four strategies to strengthen succession planning, governance, philanthropy, and long-term growth.
Upstate NY attorneys outline top business risks for 2026
Upstate New York attorneys highlight 2025’s biggest business risks — from cyber and AI threats to succession gaps — and outline key steps.
Hurlbut Care Communities names fourth-generation leader
Hurlbut Care Communities named its next president, the fourth generation to lead the family’s Rochester-based health care organization.
Why trusted advisors are key to succession planning
Legal, tax and financial advisors are essential to a successful business succession plan that protects owners, families and long-term goals.
Webster’s Bene-Care enters new era with second-generation leadership under Jeff Bach
Bill Bach, founder of Webster-based Bene-Care, has stepped down as president and CEO, and his son, Jeff Bach, has been named his successor.
Smart succession planning starts years in advance | Viewpoint
Planning to sell or retire in 5 years? Early succession planning ensures a smooth transition and maximizes business value. Here's how to start.
